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Senior Staff Accountant

Personal Capital is the pioneer and market leader in digital wealth management, disrupting the traditional $30 trillion U.S. wealth management market. The company is a hybrid of technology driven advice complemented with human advisors, delivered virtually and directly to the consumer. Our free personal finance app is utilized by over a million users helping them track over $500 billion of their personal finances, all in one place. Our award-winning apps paved the way for our advisory firm, which now manages over $8 billion in personalized investment portfolios for families in the U.S.

Personal Capital has raised over $200 million in capital from accomplished financial and strategic investors (IVP, Venrock, Crosslink, Corsair, Blackrock, BBVA, USAA, IGM/Power) to execute on its vision.

Position Summary:

We are searching for a Senior Staff Accountant to join our growing team in Redwood Shores. Under the direction of the Accounting Manager, this individual will play a critical role in the preparation of financial statements and reporting for the company. This hands on role is responsible for addressing tight deadlines and a multitude of accounting activities including month-end close, financial reporting, support of tax, and other financial activities.

Essential Functions:

Perform a variety of month-end closing procedures, posting of journal entries including but not limited to cash, prepaid rent, deferred assets, fixed assets, debt warrant liability and revenue in accordance with GAAP

Assist with financial statements & analysis

Perform monthly flux analysis and monthly analytics

Complete assigned reconciliations of assets and liability accounts and provide detail support for review

Ensure quality control over financial transactions and financial reporting

Prepare monthly cost allocations

Assist with AP/AR functions

Reconcile monthly credit card transactions

Track fixed assets and prepare depreciation schedules

Prepare sales and use tax returns

Assist with preparation of audit supporting schedules for external auditors

Ensure compliance with SOX

Bring ideas of process and procedures improvements

Other duties as assigned by management

Requirements:

Bachelor’s degree in Accounting, required

A minimum of 3 years of experience in accounting is required

Experience with public company is required

Thorough knowledge of accounting principles and procedures in accordance with GAAP

Experience with ERP systems (preferably Netsuite)

Experience identifying issues, performing research and analysis of causes and recommending processes or actions to solve the issues

Experience owning a project from initial stage to implementation

Strong analytical and problem solving skills, along with multitasking capabilities

I, the undersigned applicant, have expressed a desire for employment with or to provide services to Personal Capital Corporation (“Personal Capital”). I understand that the business in which Personal Capital is engaged is highly competitive, and Personal Capital’s success is, and will continue to be, substantially based on Personal Capital’s “Confidential Information” (as defined below).

In order to make an informed decision concerning the possibility of working together, Personal Capital may find it necessary or helpful, in the process of determining my suitability for an employment position or independent contractor relationship with Personal Capital, to provide me with access to certain Confidential Information. I understand that I would not be allowed such access if I were not willing to maintain the confidentiality of such Confidential Information. In consideration of being allowed access to Confidential Information, I hereby agree to abide by all terms and provisions set forth in this agreement (the “Agreement”). “Confidential Information” means any information provided to me by Personal Capital or which a reasonable person would could consider Confidential.

I agree that at all times, whether or not Personal Capital hires me as an employee, I will maintain the confidentiality of all Confidential Information.*I agree

I authorize Personal Capital to check all references.

Any future employment will be pursuant to Personal Capital’s employment at will policy.

I certify under penalty of perjury that the information I have entered on this application is true and complete to the best of my knowledge. I further understand that any false, incomplete, or incorrect statements, or omissions, may result in my disqualification from the examination process or dismissal from employment with Personal Capital or its subsidiaries.*I agree

Are you currently authorized to work in the United States?*

Will you now or in the future require sponsorship for employment visa status (e.g. H-1B visa status)?*